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Learning plan templates: Difference between revisions

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Existing frameworks can be edited, duplicated, or deleted on this page by selecting ''Edit'' from the action menu then '''Edit settings''', '''Duplicate''', or '''Delete''' as appropriate. Here the admin can also find the options to ''Create learning plans'', ''Add cohorts to sync'', and ''Add learning paths to sync''.
Existing frameworks can be edited, duplicated, or deleted on this page by selecting ''Edit'' from the action menu then '''Edit settings''', '''Duplicate''', or '''Delete''' as appropriate. Here the admin can also find the options to ''Create learning plans'', ''Add cohorts to sync'', and ''Add learning paths to sync''. This is the same as for the core Moodle functionality of the same name.


===Adding and Editing templates===
===Adding and Editing templates===
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Users are selection from the ''Select users to create learning plans for'' field to the top of the page.
Users are selection from the ''Select users to create learning plans for'' field to the top of the page.
====Syncing Cohorts====
Cohorts of users (rather than individual users) can be assigned a Learning path from a Learning path template. This is done by selecting ''Edit'' from the Action column of the relevant template, then ''Add cohorts to sync''.
From this page, Cohorts are selected from the ''Select cohorts to sync'' field toward the top of the page.


===Syncing Learning paths===
===Syncing Learning paths===

Latest revision as of 13:59, 10 September 2025

The Learning plan templates page is where Learning plan templates can be created and managed. It can be accessed through the IOMAD dashboard:

  1. Go to the IOMAD dashboard.
  2. Choose the company you'd like to edit from the Select a company dropdown (or use the company selector at the top right of the page).
  3. Click on the Competencies tab.
  4. Select Learning plan templates.

Learning plan templates

Existing frameworks can be edited, duplicated, or deleted on this page by selecting Edit from the action menu then Edit settings, Duplicate, or Delete as appropriate. Here the admin can also find the options to Create learning plans, Add cohorts to sync, and Add learning paths to sync. This is the same as for the core Moodle functionality of the same name.

Adding and Editing templates

A new Learning plan template can be added with the Add new learning plan template button.

The Add new learning plan template page has a number of fields:

Name
This is the name of the template.
Description
A description of the template.
Visible
Whether or not the template is shown to users (while creating a learning plan, the admin will probably want this to be No).
Due date
When the learning plan is due to start by.
Category
What template is system-specific or company-specific

Adding competencies to a learning plan

Clicking on the name of the Learning plan template will take the admin to the Learning plan competency page, where competencies are added to the Learning plan templates.

Clicking on Manage competencies and frameworks will take the admin to the Competency frameworks page, where Competencies are created and managed.

Assigning Learning plans to users

Selecting Edit from the Action column, then Create learning plans, will take the admin to the Learning plans page. Here, Learning plans (rather than Learning plan templates) the Learning plan templates are created for users.

Users are selection from the Select users to create learning plans for field to the top of the page.

Syncing Learning paths

Learning paths not already part of the template can be added on their own. This is done by selecting Edit from the Action column of the relevant template, then Add learning paths to sync.

From this page, existing Learning paths are selected from the Select learning paths to sync field toward the top of the page.